Patrick Culhane

Patrick Culhane, CFA®, CFP®
Vice President Financial Advisor Truist Investment Services, Inc.
The Central Florida Group of Truist Investment Services, Inc.

8226 N Wickham Rd

2nd Floor,

Melbourne, FL 32940

Patrick.Culhane@Truist.com

Phone 321-676-1188

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About me

Background

As a Vice President and Financial Advisor at The Central Florida Group of Truist Investment Services, Inc., Patrick Culhane offers clients a comprehensive suite of services and possesses extensive experience in investments, financial planning, risk management, and estate planning. Patrick offers clients a family office approach designed to integrate specialists to offer proactive financial advice and solutions.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor’s of Business Administration in Finance
University of Toledo 2007
Executive Certificate – Certified Financial Planner
Northwestern University 2016
CERTIFIED FINANCIAL PLANNER™
2016
Chartered Financial Analyst®
2020

Personal Interests

Patrick, his wife (Liz), and three children (Madelyn, Colin, & Preston) live in Viera, after relocating to Florida in 2007. He has been active in his community as a past board member of The Brevard Early Learning Coalition and Club Esteem. Patrick currently serves as the President of the Brevard Estate Planning Council. When he is not working, Patrick enjoys spending time with family & friends, running, biking, and attending sporting events.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Best In State Wealth Management Teams*
Forbes 2024
The 2024 Forbes Best In State Wealth Management Teams* award was presented to The Lipman-Peters Group of Truist Investment Services, Inc. The Lipman-Peters Group of Truist Investment Services, Inc., underwent a name change in January 2024 to form The Central Florida Group of Truist Investment Services, Inc. Financial Advisor Cary Lipman and Financial Consultants Ted Peters and Patrick Culhane were members of both teams.

*Each team of advisors is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented on January 2024 and is based on the aforementioned criteria through the calendar year preceding the award date.

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